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Financial ADVSR advisor directory · SEC adviser records

3roots Wealth Partners LLC financial advisors in Arizona

Every SEC-registered investment adviser representative at a 3roots Wealth Partners LLC office in Arizona, by city and A to Z.

The short answer

3 registered advisors work at 3roots Wealth Partners LLC in Arizona, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Scottsdale (3). 1 list the CFP designation and 0 are also registered broker representatives.

3roots Wealth Partners LLC advisors by city in Arizona

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Scottsdale 3

3roots Wealth Partners LLC advisors in Arizona, A to Z

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3roots Wealth Partners LLC advisors in every state →3roots Wealth Partners LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many 3roots Wealth Partners LLC financial advisors are in Arizona?

3 investment adviser representatives are registered at 3roots Wealth Partners LLC offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Arizona does 3roots Wealth Partners LLC have the most advisors?

Scottsdale, with 3. 3roots Wealth Partners LLC has advisors in 1 city in Arizona.

How do I check a 3roots Wealth Partners LLC advisor in Arizona?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the 3roots Wealth Partners LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.